Sales Invoice - Revision history

Khkoh: /* How to Generate a Sales Invoice: */

2025-01-16T09:15:32Z

How to Generate a Sales Invoice:

Khkoh: /* Creating Sales or Tax Invoices */

2025-01-16T09:14:57Z

Creating Sales or Tax Invoices

← Older revision		Revision as of 17:14, 16 January 2025
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	=== Creating Sales or Tax Invoices ===		== Creating Sales or Tax Invoices ==
	Users can create a Sales (or Tax) Invoice through one of the following means:		Users can create a Sales (or Tax) Invoice through one of the following means:

Khkoh: /* Invoice Against Sales Delivery */

2023-11-28T10:51:19Z

Invoice Against Sales Delivery

← Older revision		Revision as of 18:51, 28 November 2023
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	=== ~~Invoice Against~~ Sales ~~Delivery~~ ===		=== Creating Sales or Tax Invoices ===
	Users can create a Sales (or Tax) Invoice through one of the following means:		Users can create a Sales (or Tax) Invoice through one of the following means:

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	# Verify and Confirm:		# Verify and Confirm:
	#* Verify all details and confirm the Sales Invoice before clicking on Place Invoice.		#* Verify all details and confirm the Sales Invoice before clicking on Place Invoice.
			# After placing the invoice, users will have options to print the invoice in PDF, Email the invoice or send the invoice via Peppol Network (or InvoiceNow).

	'''~~Note~~:'''		'''Email Invoices to Customers:'''

	# If you click on "Email This Invoice," the invoice will be sent directly to your customers.		# If you click on "Email This Invoice," the invoice will be sent directly to your customers.
	# If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.		# If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.
			'''PayNow QR Code:'''

			# Highnix ERP comes with a feature to include a Dynamic PayNow QR Code (a common method for digital payment) on the invoice. This will facilitate the payer to make payments to the supplier.
			# The PayNow QR Code generated is unique to each invoice. The QR code contains the Sales Invoice Reference and it will automatically populate the payable amount. The amount can be changed by the payer if necessary.
			#

	=== Useful Tips: ===		=== Useful Tips: ===

Khkoh at 07:02, 22 November 2023

2023-11-22T07:02:59Z

← Older revision		Revision as of 15:02, 22 November 2023
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	#* This method is used when a sales delivery has already taken place.		#* This method is used when a sales delivery has already taken place.

	~~====~~ Note: ~~====~~		'''Note:'''

	* When a Delivery Note has been created against a Sales Order, utilize "Invoice Against Sales Delivery" under the Sales Department screen.		* When a Delivery Note has been created against a Sales Order, utilize "Invoice Against Sales Delivery" under the Sales Department screen.
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	#* Verify all details and confirm the Sales Invoice before clicking on Place Invoice.		#* Verify all details and confirm the Sales Invoice before clicking on Place Invoice.

	~~====~~ Note: ~~====~~		'''Note:'''

	# If you click on "Email This Invoice," the invoice will be sent directly to your customers.		# If you click on "Email This Invoice," the invoice will be sent directly to your customers.

Khkoh at 07:01, 22 November 2023

2023-11-22T07:01:26Z

← Older revision		Revision as of 15:01, 22 November 2023
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	==== Note: ====		==== Note: ====

	* If you click on "Email This Invoice," the invoice will be sent directly to your customers.		# If you click on "Email This Invoice," the invoice will be sent directly to your customers.
	* If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.		# If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.
	~~'''Useful Tips:'''~~

	* After ~~the Invoice is created~~, ~~user could immdiately~~ view the GL ~~Transaction~~. This is useful for ~~checking~~ if the charges are ~~charged~~ correctly to the relevant Chart of Accounts.		=== Useful Tips: ===
	* The upper red box contains ~~some~~ fields ~~which can capture some useful~~ information about the ~~Invoice~~. It is not ~~necessary~~ for ~~user~~ to fill up these ~~fileds~~.
	* The ~~2nd~~ red box is a text box for capturing a project ~~note~~. This ~~project note~~ is ~~useful~~ for construction industry ~~users where they~~ need to ~~show the~~ project ~~description~~ or ~~project reference~~ on ~~the~~ sales documents.		# Viewing GL Transactions:
	* The ~~3rd~~ box is the "Add" button~~. This "Add" button has~~ a ~~special~~ function ~~that the user~~ can insert a new line item above it. For ~~example~~, if ~~the~~ user ~~missed out~~ a line item and ~~if there is a need for the user~~ to ~~follow~~ the ~~line item~~ sequence of ~~their~~ customer ~~PO. After entering the line item~~, click on ~~this~~ "Add" button instead of "Add Item" button.		#* After creating an invoice, users can immediately view the General Ledger (GL) Transactions. This is useful for verifying if the charges are correctly allocated to the relevant Chart of Accounts.
			# Upper Red Box Fields:
			#* The upper red box contains fields for capturing additional information about the invoice. It's not mandatory for users to fill in these fields, but they can be useful for providing context or additional details.
			# Project Note in 2nd Red Box:
			#* The second red box is a text box designed for capturing project notes. This feature is particularly valuable for users in the construction industry who need to display project descriptions or references on their sales documents.
			# Special Function of the "Add" Button:
			#* The third box features the "Add" button with a unique function. Users can use this button to insert a new line item above it. For instance, if a user misses a line item and needs to maintain the sequence of customer purchase orders, they can click on the "Add" button instead of the "Add Item" button after entering the line item.

	[[File:SalesInvoice.png\|left\|thumb\|700x700px]]		[[File:SalesInvoice.png\|left\|thumb\|700x700px]]

Khkoh at 06:51, 22 November 2023

2023-11-22T06:51:01Z

← Older revision		Revision as of 14:51, 22 November 2023
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	* After the Invoice is created, user could immdiately view the GL Transaction. This is useful for checking if the charges are charged correctly to the relevant Chart of Accounts.		* After the Invoice is created, user could immdiately view the GL Transaction. This is useful for checking if the charges are charged correctly to the relevant Chart of Accounts.
			* The upper red box contains some fields which can capture some useful information about the Invoice. It is not necessary for user to fill up these fileds.
			* The 2nd red box is a text box for capturing a project note. This project note is useful for construction industry users where they need to show the project description or project reference on the sales documents.
			* The 3rd box is the "Add" button. This "Add" button has a special function that the user can insert a new line item above it. For example, if the user missed out a line item and if there is a need for the user to follow the line item sequence of their customer PO. After entering the line item, click on this "Add" button instead of "Add Item" button.

	[[File:SalesInvoice.png\|left\|thumb\|700x700px]]		[[File:SalesInvoice.png\|left\|thumb\|700x700px]]

Khkoh at 06:31, 22 November 2023

2023-11-22T06:31:56Z

← Older revision		Revision as of 14:31, 22 November 2023
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	* If you click on "Email This Invoice," the invoice will be sent directly to your customers.		* If you click on "Email This Invoice," the invoice will be sent directly to your customers.
	* If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.		* If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.
			'''Useful Tips:'''

			* After the Invoice is created, user could immdiately view the GL Transaction. This is useful for checking if the charges are charged correctly to the relevant Chart of Accounts.

			[[File:SalesInvoice.png\|left\|thumb\|700x700px]]

Khkoh at 06:24, 22 November 2023

2023-11-22T06:24:38Z

Khkoh: Created page with "=== Invoice Against Sales Delivery === Users can create a Sales (or Tax) Invoice through one of the following means: # Direct Invoice: #* This doesn't require a Sales Delivery and is useful for businesses that accept verbal orders or deliveries without a predefined Sales Delivery process. # Conversion from Sales Invoice: #* This method is used when a sales delivery has already taken place. ==== Note: ==== * When a Delivery Note has been created against a Sales Order,..."

2023-11-22T06:21:52Z

Created page with "=== Invoice Against Sales Delivery === Users can create a Sales (or Tax) Invoice through one of the following means: # Direct Invoice: #* This doesn't require a Sales Delivery and is useful for businesses that accept verbal orders or deliveries without a predefined Sales Delivery process. # Conversion from Sales Invoice: #* This method is used when a sales delivery has already taken place. ==== Note: ==== * When a Delivery Note has been created against a Sales Order,..."

New page

=== Invoice Against Sales Delivery ===
Users can create a Sales (or Tax) Invoice through one of the following means:

# Direct Invoice:
#* This doesn't require a Sales Delivery and is useful for businesses that accept verbal orders or deliveries without a predefined Sales Delivery process.
# Conversion from Sales Invoice:
#* This method is used when a sales delivery has already taken place.

==== Note: ====

* When a Delivery Note has been created against a Sales Order, utilize "Invoice Against Sales Delivery" under the Sales Department screen.
* For customers who do not need a Delivery Note, opt for "Direct Invoice" instead of this function.
* All outstanding delivered Sales Orders will be listed chronologically.
* Click on the "Invoice" icon (hover over the icon for the word "Invoice" to appear).
* The "Invoice" screen will appear. Ensure data in the fields are correct and click on the "Process Invoice" button.
* Fill in all necessary data fields and click on the "Process Invoice" button.

==== How to Generate a Sales Invoice: ====

# Navigate to Sales Management:
#* Access the Sales Management module in Highnix ERP.
# Select Transaction Type:
#* Under Transactions, choose either "Direct Invoice" for immediate deliveries or "Invoice Against Sales Delivery" for deliveries associated with a sales order.
# Fill in Required Details:
#* Enter customer information, product items, and any relevant delivery notes. Real-time help is available to guide you through the process, making it user-friendly and straightforward.
# Verify and Confirm:
#* Verify all details and confirm the Sales Invoice.

==== Note: ====

* If you click on "Email This Invoice," the invoice will be sent directly to your customers.
* If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.

← Older revision		Revision as of 17:15, 16 January 2025
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	* Fill in all necessary data fields and click on the "Place Invoice" button.		* Fill in all necessary data fields and click on the "Place Invoice" button.

	==== How to Generate a Sales Invoice: ====		=== How to Generate a Sales Invoice: ===

	# Navigate to Sales Management:		# Navigate to Sales Management:
	#* Access the Sales Management module in Highnix ERP.		#* Access the Sales Management module in Highnix ERP.
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	# After placing the invoice, users will have options to print the invoice in PDF, Email the invoice or send the invoice via Peppol Network (or InvoiceNow).		# After placing the invoice, users will have options to print the invoice in PDF, Email the invoice or send the invoice via Peppol Network (or InvoiceNow).

	'''Email Invoices to Customers:'''		=== '''Email Invoices to Customers:''' ===

	# If you click on "Email This Invoice," the invoice will be sent directly to your customers.		# If you click on "Email This Invoice," the invoice will be sent directly to your customers.
	# If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.		# If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.
	~~'''PayNow QR Code:'''~~

			=== '''PayNow QR Code:''' ===
	# Highnix ERP comes with a feature to include a Dynamic PayNow QR Code (a common method for digital payment) on the invoice. This will facilitate the payer to make payments to the supplier.		# Highnix ERP comes with a feature to include a Dynamic PayNow QR Code (a common method for digital payment) on the invoice. This will facilitate the payer to make payments to the supplier.
	# The PayNow QR Code generated is unique to each invoice. The QR code contains the Sales Invoice Reference and it will automatically populate the payable amount. The amount can be changed by the payer if necessary.		# The PayNow QR Code generated is unique to each invoice. The QR code contains the Sales Invoice Reference and it will automatically populate the payable amount. The amount can be changed by the payer if necessary.

← Older revision		Revision as of 14:24, 22 November 2023
Line 11:		Line 11:
	* When a Delivery Note has been created against a Sales Order, utilize "Invoice Against Sales Delivery" under the Sales Department screen.		* When a Delivery Note has been created against a Sales Order, utilize "Invoice Against Sales Delivery" under the Sales Department screen.
	* For customers who do not need a Delivery Note, opt for "Direct Invoice" instead of this function.		* For customers who do not need a Delivery Note, opt for "Direct Invoice" instead of this function.
	* ~~All~~ outstanding delivered Sales Orders will be listed chronologically.		* For creating an Invoice against a sales delivery, all outstanding delivered Sales Orders will be listed chronologically.
	* Click on the "Invoice" icon (hover over the icon for the word "Invoice" to appear).		* Click on the "Invoice" icon (hover over the icon for the word "Invoice" to appear).
	* The "Invoice" screen will appear. Ensure data in the fields are correct and click on the "Process Invoice" button.		* The "Invoice" screen will appear. Ensure data in the fields are correct and click on the "Process Invoice" button.
	* Fill in all necessary data fields and click on the "~~Process~~ Invoice" button.		* Fill in all necessary data fields and click on the "Place Invoice" button.

	==== How to Generate a Sales Invoice: ====		==== How to Generate a Sales Invoice: ====
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	#* Under Transactions, choose either "Direct Invoice" for immediate deliveries or "Invoice Against Sales Delivery" for deliveries associated with a sales order.		#* Under Transactions, choose either "Direct Invoice" for immediate deliveries or "Invoice Against Sales Delivery" for deliveries associated with a sales order.
	# Fill in Required Details:		# Fill in Required Details:
	#* Enter customer information, product items, and any relevant delivery notes. Real-time help is available to guide ~~you~~ through the process, making it user-friendly and straightforward.		#* Enter customer information, product items, and any relevant delivery notes. Real-time help is available to guide users through the process, making it user-friendly and straightforward.
	# Verify and Confirm:		# Verify and Confirm:
	#* Verify all details and confirm the Sales Invoice.		#* Verify all details and confirm the Sales Invoice before clicking on Place Invoice.

	==== Note: ====		==== Note: ====